António Moniz

A sociologia tem como objecto de análise a acção social e a sua expressão nas relações sociais. Estas relações estão organizadas de múltiplas formas, e conhecem infinitos tipos de interacções humanas. No entanto, o conjunto de relações em que os indivíduos se opõem ou criam laços de solidariedade fundamenta-se e verifica-se na esfera da produção. É efectivamente neste domínio que a conduta humana encontra uma das suas mais importantes determinações. Assim, o desenvolvimento da organização industrial acabou por fornecer verdadeiramente algumas das características essenciais da sociedade moderna. Uma delas é o fenómeno da especialização que se acentuou particularmente na indústria e acabou por abraçar praticamente todos os outros domínios da actividade humana.

The analysis on the technological and organizational change in the European industry, and particularlly the Portuguese one, has been studied at CESO I&D since its foundation on 1988. Few time after that, started a development project that started from a previous research project on the same topics, and supported by JNICT (Ministry of Science). In that projecto we continued to process data that was then not possible to do in the first one. It was then possible to continue a research programme that was urgent and determinant in the field of industrial sociology in Portugal. It focus again on the processes of technological and organizational change in the manufacturing industry.

Industrial rationalization represents a decisive moment of the strategic development of business activities in the last few years. In this sense, it is also a theoretical challenge to Industrial Sociology, since the dimensions, both technical and social, of that rationalization can be underlined. The analysis of the better-known different patterns of rationalization allows us a further knowledge of the main strategies for industrial modernization. Accordingly, this paper presents some results deriving from the application of those strategies. Finally, this paper gives a particular attention to the more recent tendencies of development of integrated systems of production, particularly of those focusing upon the social and organizational aspects of industrial rationalization.

The design of jobs is defined and its different implications. These aspects must be taken into consideration when applied to new automated systems, once it can occur workers in-adaptations to certain type of activity and tasks. Other concepts that emerge from this are the mental workload, stress, work accidents, shift work, or the physical environment that can reveal to become determinant in the process of job design. That means also the organizational design. In this sense, the manufacturing, organizational and individual dimensions, are the most meaningful in the mentioned process of organizational design. Are analyzed different application cases of robotized systems and their social effects, mostly those that are related to the dimensions of working conditions. Are particularly analyzed the new risk situations that occur with the use of robotic systems. One concludes on the need to take into consideration qualitative variables in the definition and design of robotic cells, jobs and production systems. This consideration influences directly in the labor productivity, in such way that the development of these methodologies of analysis can be considered as integrating the processes of technological innovation in manufacturing.

In the last two decades (70 and 80) there took place an intensive controversy in the field of Industrial and Work Sociology. There the topic of the study object of this scientific discipline is again discussed. This controversy, however, has a relatively different sense in comparison with the one that existed in early 60ies. The more recent one followed the increasing number of possibilities of electronical equipment for data processing at the same time its price is decreasing. In this article we try to give knowledge of the main elements that take part in such debate. It is also important to present the international character of the research developed in association with this discussion. It evolves a plurality of research teams that present, compare and synthesize the results of empirical studies that are applied for a wide variety of countries.

In this paper is analyzed the work organization and the forms of quality control in a robotic welding station in a company of office equipment and metal components manufacturing. The robotic cell is recent and works in two shifts. Quality and production rationalization implied in this firms the adoption of a strategy of organization of teamwork, and it is supported the collaborative tools to decrease the possibilities for errors and to improve means and methods of manufacturing. The analysis of quality control process needed the use of productivity indicators. In this way it was possible to understand the connections between the function quality and the new form of work organization adopted in this innovative experience in Portugal.

This paper is based on a study about the Setúbal region, included in the internacional project “The Future of Industry in Europe” for the programme FAST-MONITOR of the European Community (1992-94). There were some information on the project VW/Ford for this region and those that are connected with research networks on industrial sectors (specially, on the automobile industry), and the network on the spatial and regional factors of regional development. Those studies allowed the scenario development on evolution trends of European industry and, specifically, on the automobile sector, and on the Setúbal region that was studied by the Portuguese team.

In this paper it is analysed the relationships between work organisation and quality systems in firms that uses some forms of advanced automation. Are characterised the existing quality control structures in the Portuguese industry, and the main factors that hidden or fosters the development of sociotechnical methods of quality control organisation strategies. Are analysed some industrial cases that explains more clearly the critical issues of the implementation of quality systems and work organisation systems. A few recommendations are given about the possibilities for the development of new forms of work organisation and the quality systems associated to automated manufacturing systems.

This paper analyses the problems and trends of the introduction of anthropocentric production systems (APS) in small less industrialized member states of the European Union, specifically the case of Portugal, based on the report for the FAST-Anthropocentric Technology Assessment Project (Monitor Programme) on “Prospects and conditions for APS in Europe by the 21st century”. Research teams from all countries of the European Community, as well as researchers from USA, Japan and Australia were participating in this project. The aim of this paper is to characterize APS and to present some special considerations related to the socioeconomic factors affecting the prospects and conditions for APS in Portugal. APS is defined as a system based on the utilization of skilled human resources and flexible technology adapted to the needs of flexible and participative organization. Among socioeconomic factors, some critical aspects for the development of APS will be focused, namely technological infrastructure, management strategies, perceived impact of introduction of automated systems on the division of labor and organizational structure, educational and vocational training and social actors strategies towards industrial automation. This analysis is based on a sample of industrial firms, built up for qualitative analysis, and on case studies analysis that can be reference examples for further development of APS, and not just for economic policy purposes alone. We have also analyzed the type of existing industrial relations, the union and employer strategies and some aspects of public policies towards the introduction of new technologies in the order to understand the extent to which there exist obstacles to and favorable conditions for the diffusion of anthropocentric systems. Finally some recommendations are presented to stress the trends for the implementation and development of anthropocentric production systems in Portugal.

In this paper one presents and discuss the hybridation concept using some aspect that integrate it, as the physical architecture of automated systems (hardware), the information system that integrates that architecture and the working places design. Analyzed are also the inter-dependences of those aspects, and we have as a reference the flexible production and assembly system existent at UNINOVA-CRI. The focus is made on possible problems that can occur with the use of possible development of those systems, namely: a) full automation with centralized human control, b) non-automated process of shop-floor work with a system “one man, one machine”, c) hybrid system of automated cells with “elastic” human jobs.

The present communication analyses the relationships between work organisation and quality systems. The analysis is based on results from a study funded by the "Specific Programme for the Development of Portuguese Industry" (PEDIP). The main issues which have been currently associated with work organisation and quality control in the Portuguese industry are characterized. Critical features related to the implementation of quality systems and new methods of work organisation for industrial development are also discussed. A few recommendations are given in order to promote appropriate methods of work organisation for quality improvement within Portuguese industry.

There is an increasing importance of different productive architectures related to worker involvement in the decision making, where is given due attention to the intuitive capabilities and the human knowledge in the optimization and flexibilization of manufacturing processes. Thus having reference point architecture of a flexible manufacturing and assembling system existent at UNINOVA-CRI, we will present some exploratory hypothesis about applicability of the concept of hybridization and its repercussions on the definition of jobs, in those organizations and in the formation of working teams.

Today one can understand the wider use of the anthropocentrism concept applied to the production architectures, emerging a new value of the intuitive capacities and human knowledge in the optimization and flexibilization of the manufacturing processes. Having a flexible production and assembly system architecture that exists at UNINOVA-CRI, we will try to develop some exploratory hypothesis on the applicability of the hybridizing concept and its repercussions in the definition of working places, in their organization and formation of working teams. We will underline some aspects that should be taken into consideration when are design such systems, including some ergonomical aspects.

This paper is based in a report for the international project “GERPISA-Labour Relations” on the concept of leader-factory, and in other papers written after that using the case study of the Renault factory in the Aveiro region. This case study is articulated with other studies on engine factories of the same company in Spain, France and Mexico. That study has been co-ordinated by Prof. Juan José Castillo (Univ. Complutense Madrid, Spain). Here we present the results of this empirical research from where were developed the first indicators of a discussion on the concept of new production models and leader-factory that have been studied by the GERPISA international network.

This study was produced for the “Study of Instruments and Tools to anticipate the effects of industrial change on employment, trades and vocational qualifications” and for DG V (Employment) of the European Commission in the late 1994. It started when the previous Portuguese government was still ruling, the main policies were defined, and the available instruments were not used in a minimum extend. The new Government, issued from the 1995 elections, proposed “employment” as a major objective with horizontal responsibility. That’s also why there is now a Ministry for Qualifications and Employment, and another one for Solidarity and Social Affairs, not one for Employment and Social Affairs as the previous Government had. But more than that, this objective is considered to need a coordinated and consistent action that involves external affairs, industrial and regional policies, and the policies on education, training and employment, among others. The promotion of the “quality of employment” is being recently done at the working conditions, remuneration, social protection, occupational promotion levels, and the equality of opportunities towards employment and vocational training levels, and finally, the levels of qualification of human resources for a better labour market, education policy and training policy developments. In Portugal, the influence of the industrial change is produced in a top-down way; with (in some cases) an ex post analysis process to formulated training needs. This means that the industrial change impact is produced (normally, unexpectedly), and afterwards the responsible at the company level tries to know which training needs should be formulated in order those effects could be the smoother possible. The training needs at the company level is not based on anticipatory studies, neither is done any long term forecast on qualification, or even employment level.

As a Norwegian sociologist pointed out recently at the Encontro Internacional de Vilamoura on Fishing, “the fisheries management is the management of people, not fish" This statement may surprise many specialists, but it puts once again a series of questions and problems in their true place: society, social relationships, individuals. It is necessary to adopt a new attitude, a new type of intervention, a new vision, which may mean “community management”, a system of co-management, new models of business organisation and consumer behaviour. Towards this end, sociology can and should contribute with its analytical instruments, with its set of scientific reflections and controversies, to the enrichment of the knowledge about a complex reality in profound change, such as that of the socio-economic fisheries system.

This is the second interim report of the research project "Information Society, Work and the Generation of New Forms of Social Exclusion" (SOWING). It is based on a firm survey conducted in the eight regions participating in the research project — Flanders (Belgium), Lazio (Italy), Niederösterreich (Austria), Portugal, the Republic of Ireland, the Stuttgart area (Germany), the Tampere region (Finland) and the West London area (U.K.). The aim of this report is to present a broad overview of the collected data. In general, only simple statistical methods have been applied. The report focuses on a regional comparison; however, the data have also been analysed by firm size, measured by quantity of staff, and industrial sector. It should be seen as a first step in the data analysis; it may also give some hints for a more strategic analysis of the survey data.

Science and technology (S&T) are considered to be a central source, or at least a basic medium, of societal and industrial innovation, while innovation is conceived to basically feed the regeneration of our welfare. The suppliers of S&T in Europe as well as the users of their „products“, are confronted with a number of challenges today. We want to stress here that it was not the primary goal of our Advanced Science & Technology Policy Planning (ASTPP) Network to come up with proposals how the strategic character of European S&T policies could be strengthened. The ASTPP-network instead focuses on one aspect: the provision of strategic intelligence necessary to identify and develop strategic choices. The underlying hypothesis is that the existing body of experiences with technology foresight, technology assessment and S/T policy evaluation provides a basis for the development of an advanced S&T policy „planning“ approach by trying to enhance, interlink or even integrate the growing, but still dispersed experience in these three areas of intelligence. By „intelligent“ we mean that the inter-relatedness of S&T, industrial efforts, societal needs and political interventions becomes more transparent so that interactive collaboration between them will be facilitated.

One can assist to significant changes in the organisation of manufacturing systems during the last years. Lean production, network enterprise or the virtual enterprises are reference concepts of the re-organisation of manufacturing systems. Some authors mention a new enterprise paradigm, of generalisation of intelligent manufacture, organised in networks and assisted by information and communication technologies. The first part of the paper develops a critical approach to the illusion connected to these concepts, calling the attention to the diversity of the type of relationships among firms. If virtual enterprises (VE) are networks of firms with intensive usage of ICT, one can verify a predominance of a technicist perspective. This one considers that the development of VEs is a technological problem, of development and management of information systems, and of entrepreneurial share of different databases. Sociology can be useful, even fundamental in an anthropocentric approach. The last part of the paper is on the Portuguese situation in the automobile sector, approaching the types of entrepreneurial organisation.

This paper summarises the methodological approach and main results of the MARHE project (Employment and Human Resources in the Fisheries Socio-Economic System). This project had as its main aim the search for alternative futures for the fisheries sector in Portugal, with particular attention being paid to the human resources situation and the working and living conditions of the fisheries-dependent populations in the coastal areas. This is a particularly interesting case, since fisheries were once an important activity and they are now in deep recession, even though it is generally recognised that the future utilisation of maritime resources offer an immense potential. As part of the research, a Delphi exercise was implemented involving in two successive stages some of the leading actors and experts dealing with the sector in Portugal. Other initiatives were held in the context of the MARHE project providing direct and indirect inputs to the scenarios and recommendations that were put forward in the sequence of the Delphi exercise. Overall the activities described in the paper contributed to the mobilisation of major actors and to discussions that may have practical implication for the future of the sector, if certain conditions are now met in the follow up to the project.

The socio-economic subsystem encompassing fisheries may be defined as including not only the harvesting sector but also several related activities occurring both upstream (shipbuilding, gear manufacture) and downstream (processing, distribution and trade). But these closely interrelated economic activities can also be set within a much broader system which would include the ecological, institutional and political influences which frame economic behaviour. The value of this broader conceptualisation is that it treats fisheries not as an isolated and independent economic activity but as part of a more holistic and complex system. This broader perspective is of particular significance when attempting to examine the concept of regional dependence. The socio-economic subsystem for fisheries is dominated by small and medium sized enterprises (SMEs). And Peniche emerges as one of Portugal’s most important fishing ports whether measured in terms of the volume of landings or the total numbers of fishermen. It also has one of the highest levels of fisheries dependence of all coastal municipalities in Portugal with over 20% of its workforce currently engaged in fisheries related employment, faces a daunting and uncertain future. The social fabric of fisheries dependent communities also suffers serious damage; once again, the technocratic approach to management has no solutions to offer. It is essential, therefore, to turn away from the existing approach and to develop instead new forms of intervention; in short, to provide a new vision. This implies change not only to the policy process but also in the attitudes of the social actors and in the preoccupations of fisheries related research. An integrated approach is required based on participative action and the development of an integrated information network.